EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$943M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,732
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$5.23M
3
+$4.79M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.71M
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$3.62M

Top Sells

1
+$4.04M
2
+$1.88M
3
+$1.18M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$914K
5
VT icon
Vanguard Total World Stock ETF
VT
+$751K

Sector Composition

1 Technology 10.56%
2 Financials 6.57%
3 Consumer Discretionary 6.45%
4 Industrials 4.63%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$3.36K ﹤0.01%
55
+1
1852
$3.36K ﹤0.01%
+88
1853
$3.34K ﹤0.01%
52
-36
1854
$3.34K ﹤0.01%
112
1855
$3.32K ﹤0.01%
+229
1856
$3.31K ﹤0.01%
60
-88
1857
$3.28K ﹤0.01%
175
+147
1858
$3.28K ﹤0.01%
200
1859
$3.27K ﹤0.01%
27
-3
1860
$3.26K ﹤0.01%
62
1861
$3.22K ﹤0.01%
100
1862
$3.22K ﹤0.01%
234
+1
1863
$3.21K ﹤0.01%
154
-36
1864
$3.21K ﹤0.01%
29
-34
1865
$3.19K ﹤0.01%
105
1866
$3.17K ﹤0.01%
119
+77
1867
$3.17K ﹤0.01%
19
+6
1868
$3.16K ﹤0.01%
830
1869
$3.15K ﹤0.01%
76
1870
$3.14K ﹤0.01%
257
-211
1871
$3.14K ﹤0.01%
34
-2,505
1872
$3.13K ﹤0.01%
339
1873
$3.11K ﹤0.01%
300
+100
1874
$3.11K ﹤0.01%
24
+7
1875
$3.09K ﹤0.01%
29
73 74
75
76 77